Trump Just Named His Secret AI Project. It's Called "Golden Dawn."
When a secretive project gets a name, it means we're closer to a breakthrough than most people think. Behind the razor wire of a hidden government lab in Tennessee, 40,000 scientists are finishing work on an AI computer 283 trillion times more powerful than today's data centers — spanning more than 700 miles and built to speed up AI breakthroughs by 36,000%. When Golden Dawn launches, it could instantly leapfrog ChatGPT, Gemini, and Grok — and trigger a $100 trillion reset of the AI markets. Louis Navellier is revealing the one stock at the center of it — down to the ticker — but only through May 5th.
Click here to get the details, free.
3 Energy Stocks to Buy and 2 to Avoid as AI Power Demand Explodes
Submitted by Bridget Bennett. First Published: 5/4/2026.
Key Points
- The AI buildout is driving an unprecedented surge in power demand, with U.S. electricity needs projected to grow by 166 gigawatts by 2030.
- This structural shift favors companies supplying behind-the-meter, off-grid power solutions over traditional utilities.
- Rob Spivey of Altimetry Research identifies GE Vernova, Bloom Energy, and Kodiak Gas Services as three energy companies positioned to benefit from the "bring your own power" trend, where hyperscalers bypass the grid entirely to build self-sufficient data center campuses.
- Special Report: Elon’s “Hidden” Company
Every AI bull run eventually collides with a hard physical constraint. Right now, that constraint is power.
Rob Spivey, director of research at Altimetry Research, has spent months mapping the energy infrastructure buildout behind the AI boom, and his findings point to a specific kind of company that stands to benefit most. Not just any energy stock. The ones that can deliver power without waiting on regulators, utility approvals, or the grid itself.
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Watch the free video to get the ticker today.That thesis is increasingly playing out in real time. When the Federal Energy Regulatory Commission last projected U.S. power demand growth out to 2030, the number came in at 166 gigawatts, up from just 24 gigawatts in 2022. The reason is straightforward: training AI models and running data centers around the clock requires massive, uninterrupted electricity. And the companies building those data centers know they cannot wait for the grid to catch up.
Why Hyperscalers Are Ditching the Grid
The problem is not just demand; it is friction. Data centers are running into what Spivey calls NIMBYism: "not in my backyard" pushback from communities opposed to the power price spikes that come with large-scale AI infrastructure. In some markets, grid interconnection wait times stretch beyond six years. Data center shells sit fully built but unpowered.
Meanwhile, hyperscalers are spending as if none of that friction exists. Meta Platforms (NASDAQ: META) recently guided to $125–$145 billion in data center capital expenditures for the year. Total hyperscaler spending across Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL), and Meta is on pace to exceed $700 billion. The reason they will not stop, Spivey argues, is structural: this is a winner-take-all race to artificial general intelligence, and the first company to blink declares itself the loser.
The solution is what Spivey calls "bring your own power." This is behind-the-meter generation that bypasses the grid entirely. Oracle's Project Jupiter campus in New Mexico is being built entirely off-grid. West Texas is seeing similar developments. The real investment opportunity sits not with utilities waiting to sign grid connection agreements, but with the companies actually building the power.
GE Vernova: The Turbine Monopoly No One Fully Prices In
The first name Spivey points to is GE Vernova (NYSE: GEV). When you need to build a natural gas power plant—the kind that can run 24 hours a day, 365 days a year—there are only three companies in the world that make the turbines: Siemens Energy (OTCMKTS: SMEGF), Mitsubishi (OTCMKTS: MSBHF), and GE Vernova. That supply constraint is already showing up in the order book.
According to GE Vernova's Q4 2025 earnings release, gas turbine backlog and slot reservation agreements reached 83 gigawatts by the end of 2025, up from 62 gigawatts just one quarter earlier. The company is targeting about 20 gigawatts of annual production capacity by mid-2026. Its total backlog across all segments now sits at $150 billion, up 26% year over year. Turbine reservations are on track to be sold out through 2030.
The deeper story, Spivey argues, is in the margins. When GE Vernova was spun out of General Electric in 2024, it carried a 3% earnings margin, weighed down by costs inherited from the parent company. Its peers, by comparison, operate at roughly 20% uniform margins. That gap is closing. As capacity expands and legacy costs burn off, GE Vernova is not just growing revenue—it is growing into what the business should have been worth all along.
Even after a significant run, Spivey sees more room ahead. His research has found that in the middle of a bull market, companies that have already doubled have a better-than-coin-flip chance of doubling again—and when uniform accounting confirms the valuation still has room, that probability rises further.
Bloom Energy: The Fuel Cell Company Hyperscalers Just Validated
With Bloom Energy (NYSE: BE), the setup is different, and arguably more dramatic.
Bloom Energy makes solid oxide fuel cells: devices that take natural gas and convert it directly into electricity, without combustion and without connecting to the grid.
For a hyperscaler that wants reliable, around-the-clock power on its own terms, that is an attractive proposition. The question has always been whether Bloom could scale fast enough to matter.
Oracle's (NYSE: ORCL) Project Jupiter answered that question in a significant way. The data center campus in New Mexico, one of the largest AI infrastructure projects announced in recent years, will be powered entirely by Bloom's fuel cells, with a capacity of up to 2.45 gigawatts. Per a deal announced in April 2026, Oracle has contracted for up to 2.8 gigawatts from Bloom across multiple deployments.
Two years ago, Bloom was producing around 100 megawatts of capacity annually. The company has outlined a path to 5 gigawatts per year by 2030. Each deployment also carries a recurring revenue tail: the fuel cells require periodic catalyst replenishment, meaning every megawatt sold generates a service relationship that does not end at installation.
Spivey's uniform accounting analysis also found that Bloom was already profitable in 2021 and 2022, at a time when conventional accounting made it look like a money-losing startup. The market, he argues, is still partly anchored to that older view, and the actual earnings trajectory looks far stronger than the as-reported numbers suggest.
Kodiak Gas Services: The Double Dip Most Investors Haven't Found Yet
The third name is more off the radar: Kodiak Gas Services (NYSE: KGS). Most investors know Kodiak as a contract compression company. It operates the fleets of compressors that push natural gas through pipelines as it travels from wellhead to destination. More demand for natural gas means more demand for Kodiak's compressors. That alone gives it leverage to the AI energy buildout.
But the bigger move is what Kodiak has done more recently. In early 2026, the company completed its acquisition of Distributed Power Solutions, rebranding the business as Kodiak Power Solutions. The deal added approximately 395 megawatts of distributed generation capacity—turbines and reciprocating engines that can be deployed wherever power is needed, including directly at data center sites. Around two-thirds of that acquired fleet is already contracted to data center operators.
The strategic logic is simple: the same operational expertise Kodiak uses to run compression fleets in the field translates directly to running mobile power generation at data center campuses. The company can now sell power at better pricing into high-demand digital infrastructure markets, while its compression business benefits from the increased natural gas volumes that AI-driven electricity demand will require.
Spivey describes this as a double dip—more natural gas throughput drives compressor demand, and more data center power demand lets Kodiak sell generation capacity at premium pricing. The market, he says, has not fully priced what that combination does to long-term profitability. The U.S. natural gas advantage reinforces both sides: EQT (NYSE: EQT), the country's largest producer, can extract gas for around $1 per BTU against a market price near $5, a cost floor that keeps natural gas the most viable near-term fuel for AI power.
2 Names to Avoid in This Cycle
Not every energy company benefits equally from this shift—and two in particular stand out as names Spivey would sidestep.
The first is NextEra Energy (NYSE: NEE). On the surface, it looks like a perfect fit: the largest utility in the world, with major exposure to wind and solar. But data centers need baseload power—electricity that runs consistently, around the clock, regardless of weather. Wind and solar do not provide that. Battery backup extends renewable generation by a few hours, not the full overnight window a data center requires. NextEra is structurally misaligned with what the biggest power buyers actually need.
The second is AECOM (NYSE: ACM). Construction and engineering stocks should theoretically ride the data center buildout higher, but AECOM's project exposure skews toward transportation and wastewater, not power generation and digital infrastructure. The stock was under pressure for months while better-positioned peers ran. When the market is clearly telling you a company is not in the right lane, Spivey says, it is worth listening.
Microsoft CEO Satya Nadella put it plainly: the company has NVIDIA (NASDAQ: NVDA) chips ready to deploy. The bottleneck is power. The chip stocks got there first, but the energy infrastructure story may have more runway left than most investors realize.
Giants Costco, Sanofi, and SAP Raise Dividends by Over 10%
Submitted by Leo Miller. First Published: 4/28/2026.
Key Points
- Costco, Sanofi, and SAP each raised their dividends by more than 10%, signaling continued capital return commitments despite varied stock performance.
- After a rare annual decline in 2025, Costco is up more than 15% in 2026.
- Software giant SAP is now trading near its three-year low forward price-to-earnings ratio amid an AI-driven sell-off.
- Special Report: Elon’s “Hidden” Company
Several stocks with market capitalizations above $100 billion just announced notable dividend increases. These companies rank among the largest in their respective industries, and despite widely varying performance, they continue to deliver on their commitment to return more capital to shareholders.
Costco Announces 13% Dividend Boost Amid Strong Start to 2026
First up is the world’s second most valuable consumer staples stock, Costco Wholesale (NASDAQ: COST). With a market capitalization of nearly $450 billion, Walmart (NASDAQ: WMT) is the only larger consumer staples name.
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👉 Unlock the ticker now and get it completely free.In 2025, Costco slumped, delivering a total loss of nearly 5%. That marked only the sixth year since 1994 in which COST produced a negative annual return. Even so, it is an impressive record, with Costco posting positive returns in more than 80% of the past 32 years.
After a down 2025, Costco shares have come roaring back in 2026. Overall, the stock has delivered a total return exceeding 15%. Costco has also posted several strong monthly sales reports, helping drive gains in the stock. Sales rose 9.3% year over year (YOY) in January and 11.3% YOY in the five weeks ended April 5.
Additionally, Costco has benefited from a broader market rotation into consumer staples stocks.
Amid its strong start to the year, Costco has announced a significant 13% dividend increase. The company’s quarterly dividend will rise to $1.47, payable on May 15 to shareholders of record as of the May 1 close. That gives Costco an indicated dividend yield of about 0.6%. While the yield is modest, Costco has consistently delivered substantial dividend increases, with an annualized five-year dividend growth rate of 12.75%.
High-Yield Sanofi Boosts Dividend After Mixed 2025
Next up is Sanofi (NASDAQ: SNY), one of the world’s largest pharmaceutical companies. The stock is one of just 15 in the pharma and biotechnology industries with a market capitalization above $100 billion. SNY shares have been range-bound for a long time, with a total loss of more than 10% over the past five years. Despite the company’s blockbuster drug Dupixent posting impressive 2025 growth of 25%, a series of disappointing pipeline readouts pressured shares.
However, the firm is shaking things up after recently announcing a new CEO in Belén Garijo. Her goal will be to reinvigorate Sanofi’s innovation pipeline and develop a new blockbuster drug beyond Dupixent. Dupixent alone accounted for nearly 40% of sales last quarter, underscoring the company’s need for greater product diversification.
In the meantime, Sanofi continues to return more capital to shareholders. The company recently increased its dividend to $2.42 per depository receipt. That represented a 19% hike in U.S. dollar terms, with the larger increase reflecting the impact of a stronger euro.
Because France withholds tax on dividends paid abroad, and depositary fees reduce the payout slightly, the effective yield to U.S. holders ranges from roughly 4.7% gross to about 3.5% net.
The firm will make its annual payment on June 3 to shareholders of record as of the May 4 close. Notably, Sanofi has a long history of dividend growth, having boosted its payout for 31 years in a row through 2025.
AI Pushes Down SAP, Dividend Moves Up Amid Strong Earnings
Last up is global software giant SAP (NYSE: SAP). With a market capitalization near $400 billion, SAP is the world’s fourth most valuable software stock. However, like most names in the industry, SAP has come under serious pressure recently.
The stock is down more than 25% in 2026 and over 40% from its 52-week high. The artificial intelligence software sell-off in late January and early February hit SAP particularly hard. The stock has now fallen to a forward price-to-earnings ratio of approximately 20X, near its lowest level in the past three years.
Still, SAP saw a strong 7.4% bounce after its latest earnings report, with the company beating adjusted earnings per share estimates while missing slightly on sales. The firm’s cloud revenue growth of 27% was a highlight, while current cloud backlog rose 25%, signaling solid demand ahead.
Notably, operating margin increased by around 275 basis points to 30%.
SAP also raised its dividend per depository receipt to approximately $2.93, an increase of about 15% in U.S. dollar terms. After German withholding tax and depositary fees, the net yield to U.S. holders ranges from roughly 1.4% to 1.2%. The company will pay its annual dividend on May 15 to shareholders of record as of the May 5 close.
Multiple Analysts Eye $1,100 for Steady-Eddy Costco
Costco has received several price target upgrades in April, with many analysts calling for the stock to move past the $1,100 mark. Price targets updated in April average around $1,074, slightly above the MarketBeat consensus price target near $1,046. That updated average target implies upside of just over 5%.
Still, it is worth noting that targets typically do not stray too far from Costco’s actual price, since it is one of the least volatile names in the market. That has not stopped the stock from delivering a total return of more than 100% over the past three years.
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